CFFP
META icon

Center for Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Center for Financial Planning’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$708K Sell
1,257
-35
-3% -$21.4K 0.07% 93
2026
Q1 		$739K Buy
1,292
+34
+3% +$21.8K 0.08% 86
2025
Q4 		$830K Buy
1,258
+8
+0.6% +$5.34K 0.09% 76
2025
Q3 		$918K Hold
1,250
– – 0.1% 68
2025
Q2 		$923K Buy
1,250
+154
+14% +$95.2K 0.11% 68
2025
Q1 		$632K Buy
1,096
+7
+0.6% +$4.52K 0.08% 86
2024
Q4 		$638K Buy
1,089
+51
+5% +$29.9K 0.09% 81
2024
Q3 		$594K Buy
1,038
+50
+5% +$25.7K 0.08% 83
2024
Q2 		$498K Buy
988
+5
+0.5% +$2.43K 0.07% 89
2024
Q1 		$477K Buy
983
+16
+2% +$7.14K 0.07% 93
2023
Q4 		$342K Buy
967
+5
+0.5% +$1.63K 0.06% 107
2023
Q3 		$289K Buy
962
+142
+17% +$42.8K 0.06% 105
2023
Q2 		$235K Sell
820
-34
-4% -$8.39K 0.05% 125
2023
Q1 		$181K Buy
854
+450
+111% +$76.6K 0.04% 134
2022
Q4 		$48.6K Sell
404
-5
-1% -$587 0.01% 222
2022
Q3 		$55K Sell
409
-39
-9% -$6.32K 0.01% 204
2022
Q2 		$72K Buy
448
+36
+9% +$6.95K 0.02% 186
2022
Q1 		$92K Buy
412
+62
+18% +$15.5K 0.02% 180
2021
Q4 		$118K Sell
350
-93
-21% -$30.9K 0.02% 160
2021
Q3 		$150K Sell
443
-37
-8% -$13.3K 0.04% 142
2021
Q2 		$167K Buy
480
+38
+9% +$12.2K 0.04% 140
2021
Q1 		$130K Buy
442
+210
+91% +$56.5K 0.03% 148
2020
Q4 		$63K Hold
232
– – 0.02% 187
2020
Q3 		$61K Sell
232
-25
-10% -$6.45K 0.02% 172
2020
Q2 		$58K Buy
257
+65
+34% +$13.6K 0.02% 177
2020
Q1 		$32K Hold
192
– – 0.01% 211
2019
Q4 		$39K Buy
+192
New +$37.2K 0.01% 209

Other funds holding META

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Center for Financial Planning's META Position: Q2 2026 in Review

Center for Financial Planning reduced its Meta Platforms (Facebook) (META) stake by 2.7% in Q2 2026, selling an estimated $21.4K and leaving 1,257 shares worth $708K. The position accounts for 0.07% of the portfolio, ranked #93.

Center for Financial Planning first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $923K in Q2 2025. 2,519 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Center for Financial Planning held 1,257 shares of Meta Platforms (Facebook) worth $708K as of Q2 2026.
  • Center for Financial Planning sold 35 Meta Platforms (Facebook) shares in Q2 2026, an estimated $21.4K.
  • Meta Platforms (Facebook) made up 0.07% of Center for Financial Planning's portfolio in Q2 2026, its #93 holding.
  • Center for Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Meta Platforms (Facebook) position peaked at $923K in Q2 2025.
  • 2,519 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.